About
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
William M. Terrell, PFS
Managing Director – Investments
PIM Portfolio Manager
Phone: 415.919.6974
Email: william.terrell@wfa.com
Fiona Lam, CFP
First Vice President – Investments
Phone: 415.919.6972
Email: fiona.lam@wfa.com
Fiona is committed to taking the lead on helping to holistically manage her clients’ finances so they, in turn, are empowered to focus their time and energy on their everyday lives and businesses. She takes pride in her adaptive long-term approach that balances big-picture thinking with attention to detail to help her clients build, manage, preserve and transfer their wealth. Her nearly 15 years of experience, plus her credentials as a CERTIFIED FINANCIAL PLANNERTM professional, give Fiona superior knowledge and skills to create and implement customized, coordinated wealth management strategies designed to put her clients on the path toward achieving their goals.
Fiona works with high net worth individuals, families and business owners who seek to achieve long-term financial security and success. She values building strong, lasting relationships with her clients and is intentional about taking the time to educate them about opportunities in order to help them make informed decisions about their futures. Her passion to make a difference in her clients’ lives is fueled by her own personal experience that you can achieve anything with the right planning and support in your corner.
Fiona grew up in Sacramento and made her home in San Francisco after attending college in San Jose. Today she lives in the city’s Financial District. Fiona is proud to be part of a close-knit refugee family and shares strong bonds with her sisters and brothers. Fiona currently serves on the board of Project Avary, a community-based advocacy organization for children with incarcerated parents. In her spare time Fiona enjoys cooking, reading, writing and traveling.
CA Insurance License number: 0G93976. Resident State CA
Education:
San Jose State University, B.S. Business Management, Marketing
Professional:
Merrill Lynch Peirce, Fenner and Smith 2013–2021
Wells Fargo Advisors 2021–present
Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Certified Plan Fiduciary Advisor (CPFA®)
Certified Divorce Financial Analyst®
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Fiona works with high net worth individuals, families and business owners who seek to achieve long-term financial security and success. She values building strong, lasting relationships with her clients and is intentional about taking the time to educate them about opportunities in order to help them make informed decisions about their futures. Her passion to make a difference in her clients’ lives is fueled by her own personal experience that you can achieve anything with the right planning and support in your corner.
Fiona grew up in Sacramento and made her home in San Francisco after attending college in San Jose. Today she lives in the city’s Financial District. Fiona is proud to be part of a close-knit refugee family and shares strong bonds with her sisters and brothers. Fiona currently serves on the board of Project Avary, a community-based advocacy organization for children with incarcerated parents. In her spare time Fiona enjoys cooking, reading, writing and traveling.
CA Insurance License number: 0G93976. Resident State CA
Education:
San Jose State University, B.S. Business Management, Marketing
Professional:
Merrill Lynch Peirce, Fenner and Smith 2013–2021
Wells Fargo Advisors 2021–present
Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Certified Plan Fiduciary Advisor (CPFA®)
Certified Divorce Financial Analyst®
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.